Remote Tax Advisor (CPA/EA/Attorney) – TurboTax Prep Pro

Intuit, Inc.; Topeka (KS); Remote; USD 37,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a remote TurboTax tax advisor with active credentials (CPA/EA/Attorney) to guide customers through tax preparation and explanations of tax terms.

The role emphasizes delivering expert guidance, high-quality customer interactions, and brand delight while empowering customers to complete their taxes. The position requires 2+ years of federal/state 1040 prep, PTIN, and strong communication skills.

Qualifications

• Active unrestricted credential required (EA/CPA/Attorney).
• 2+ years of federal/state 1040 prep for 30+ clients per season.
• State licenses/certs/bonds as required.
• Active PTIN required.
• Willing to work at least 20 hours/week.
• Knowledge of Circular 230.
• Proficient with computers and software.
• Strong customer service and communication skills.
• Comfort interacting via video/audio tools.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Help TurboTax customers with tax returns: tax advice, full-service return preparation and signature, product inquiries, tax calculations.
• Create high-quality interactions with empathy and expertise.
• Use government websites and resources to deliver correct answers.
• Apply procedures and policies to troubleshoot tax inquiries.
• Document customer interactions.
• Meet KPIs and participate in pilot tests.
• Complete required training and compliance programs.

Skills

Active tax credential EA/CPA/Attorney

Tax return prep experience

PTIN holder

Bilingual English/Spanish

Tech proficient

Tools

Tax software

Job description

Intuit, Inc. is seeking a remote TurboTax tax advisor with active credentials (CPA/EA/Attorney) to guide customers through tax preparation and explanations of tax terms.

The role emphasizes delivering expert guidance, high-quality customer interactions, and brand delight while empowering customers to complete their taxes. The position requires 2+ years of federal/state 1040 prep, PTIN, and strong communication skills.